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Investors & landlords
Generally it would be in your favor since you got tax free treatment,
Too bad about losses,
there is no such thing as gains or losses on Roth activity.
Since it was an error in transferring accounts,
maybe Schwab can unwind their action and send you a 1099-B for a transaction in a regular account.
They probably don't know your Date Acquired and cost basis.
‎February 17, 2024
9:28 PM